+305.2%
IVV vs SNPS
+650.6%
-345.4%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SNPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -4.9% | +0.5% | -2.9% |
| 7D | -4.8% | -10.2% | +5.4% | -1.5% |
| 30D | -5.9% | -12.8% | +6.9% | -2.0% |
| 3M | -4.5% | +9.9% | -14.4% | -8.6% |
| 6M | +1.8% | -12.4% | +14.2% | +4.4% |
| YTD | +8.4% | -6.3% | +14.6% | +7.3% |
| 1Y | +9.4% | +7.6% | +1.8% | +3.1% |
| 3Y | +75.3% | -9.8% | +85.0% | +56.6% |
| 5Y | +67.8% | +29.2% | +38.6% | +22.3% |
| All | +305.2% | +650.6% | -345.4% | +32.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SNPS.
Daily Out/Under-Performance
Portfolio return minus SNPS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SNPS return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded SNPS wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling